Schwab Strategic Tr cmn shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 942k | 29.11 |
| 2025-06-30 | $26M | 944k | 27.67 |
| 2025-03-31 | $25M | 935k | 26.58 |
| 2024-12-31 | $24M | 923k | 26.07 |
| 2024-09-30 | $25M | 307k | 80.37 |
| 2024-06-30 | $22M | 300k | 74.08 |
| 2024-03-31 | $25M | 333k | 75.98 |
| 2022-03-31 | $20M | 277k | 71.39 |
| 2021-12-31 | $20M | 267k | 73.22 |
| 2021-09-30 | $18M | 265k | 67.48 |
| 2021-06-30 | $18M | 261k | 68.37 |
| 2021-03-31 | $16M | 248k | 65.28 |
| 2020-12-31 | $14M | 237k | 59.53 |
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